Start the year with smart tax planning for law firms. In this episode, we cover common bookkeeping challenges, goal-setting strategies, and how to prepare for tax season.

We explore entity structure reviews, billing practices, software choices, staff retention, and staying ahead of changing tax rules. Learn how regular check-ins support compliance and financial health.

01:39 Tax Planning for Legal Professionals
02:45 Goal Setting and Forecasting
04:43 Implementing Changes in Practice Management
05:44 Reviewing Financial Structures and Costs
06:27 Tax Strategies and Meeting with Professionals
10:21 Billing Practices and Client Management
12:47 Software and Resource Management
13:36 Reflecting on True Stories and Employee Benefits
14:17 Evaluating Team Meetings and New Perspectives
15:22 Tax Planning and Client Engagement
19:32 Business Planning and Compliance
22:36 Setting Goals and Planning for the Future

Be sure to subscribe for more episodes!
Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

In this Best Of episode we revisit our most important insights on avoiding audits in legal and accounting practices. From bar and compliance audits to trust accounting pitfalls, they share practical strategies for clean records, strong workflows, and staying prepared—so firms can protect themselves before problems arise.

00:15 Types of Audits and Their Implications
01:10 Case Study
02:30 Common Audit Issues in Law Firms
04:33 Best Practices for Trust Accounting
06:20 Handling Prior Year Transactions
07:19 State-Specific Audit Requirements
10:37 Preparing for an Audit
15:34 The Importance of Practice Management Software
15:51 Handling Petty Cash: Lynda's Story
16:52 Importance of Workflow in Cash Management
17:26 Using Technology for SOPs and Workflows
17:52 Payroll and Multi-State Compliance
18:45 Avoiding Audits: Best Practices
20:35 Responding to Audits and Legal Requirements
22:55 Documentation and Record-Keeping
23:57 Setting Up Books for New Firms

Be sure to subscribe for more episodes!
Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.

In this episode we explore cybersecurity for legal accountants. We discuss protecting sensitive data, the role of managed IT services, staff training, and real-world security risks - plus practical steps firms can take to strengthen protection, no matter their size.

2Fifteen Tech

Verito

Wizer Security Training

WISP Checklist

01:11 Cybersecurity for Legal Accountants
02:44 Cybersecurity Tools and Practices
03:53 Managed Devices and Remote Management
06:47 VPN Issues with QuickBooks
07:14 Real-Life Cybersecurity Incidents
09:16 Exploring New Cybersecurity Platforms
10:35 Insurance and Compliance Considerations
11:55 Document Security and Password Protection
14:52 AI in Music and Cybersecurity
16:21 Navigating Password Management Challenges
16:52 Solo Practitioners and Cybersecurity
17:28 The Cost of Cybersecurity Breaches
18:05 Protecting Contractors and Global Teams
18:55 Backup Solutions and Their Limitations
19:49 Scams and Security Protocols
20:58 Trust Accounts and Security Measures
25:55 Employee Training and Cybersecurity Awareness
29:29 End-of-Year Business Security Tips

Be sure to subscribe for more episodes!
Find us on YouTube as well!

If you have questions, topic requests, or guest suggestions you can email us at info@accountantslawpod.com or send us a message through our website, www.accountantslawpod.com

If you want to join us in the Accountants Law Lab, visit our website at www.accountantslawlab.com to sign up!

Accountants Law Pod is hosted by Lynda Artesani, Sarah Prevost, and Steve Libhart and directed/produced by Teaira Burge and The Proper Trust. Music by ComaStudio from Pixabay - Edited by audiovideo_uk

Disclaimer: The content presented in this podcast is for informational purposes only and should not be considered as legal, financial, or professional advice.